Latest Institutional Transactions on Price T Rowe Group Inc (TROW)
This table provides information on the latest institutional transactions involving Price T Rowe Group Inc (TROW) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-190- 22.97% |
$17.4K - $22.2K
|
637
$67.8K
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.13K- 52.07% |
$286K - $365K
|
2.88K
$306K
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
11+ 31.43% |
$1.01K - $1.29K
|
46
$4.9K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-142- 1.44% |
$13K - $16.6K
|
9.69K
$1.03M
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
3New |
$275 - $351
|
3
$319
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-10.8K- 99.7% |
$989K - $1.26M
|
33
$3.51K
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-344- 49.86% |
$31.5K - $40.2K
|
346
$36.8K
|
|
Q4 2024 | |||||||
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-13.8K- 1.35% |
$1.47M - $1.72M
|
1.01M
$107M
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-25K- 28.46% |
$2.66M - $3.12M
|
62.8K
$6.69M
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
28K+ 3119.58% |
$2.99M - $3.5M
|
28.9K
$3.08M
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-16.7K- 3.68% |
$1.78M - $2.08M
|
437K
$46.5M
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
SELL
|
- |
-1.32K- 6.91% |
$141K - $165K
|
17.8K
$1.9M
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
160New |
$17K - $20K
|
160
$17K
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
BUY
|
- |
200New |
$21.3K - $24.9K
|
200
$21.3K
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
7New |
$745 - $873
|
7
$745
|
|
Mar 18, 2025
Q4 2024
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
6.05KNew |
$644K - $754K
|
6.05K
$644K
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
501+ 8.57% |
$53.3K - $62.5K
|
6.35K
$676K
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
2.13KNew |
$226K - $265K
|
2.13K
$226K
|
|
Mar 04, 2025
Q4 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
2.08KNew |
$221K - $259K
|
2.08K
$221K
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
7New |
$745 - $873
|
7
$745
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
272+ 12.11% |
$29K - $33.9K
|
2.52K
$268K
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
10.7KNew |
$1.14M - $1.34M
|
10.7K
$1.14M
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
658+ 4.48% |
$70.1K - $82K
|
15.4K
$1.63M
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
140New |
$14.9K - $17.5K
|
140
$14.9K
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
11.3K+ 1.84% |
$1.2M - $1.41M
|
627K
$66.8M
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-1.96K- 10.61% |
$209K - $245K
|
16.5K
$1.76M
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
1.93KNew |
$206K - $241K
|
1.93K
$205K
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
74.5K+ 3824.85% |
$7.93M - $9.29M
|
76.5K
$8.14M
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-183- 5.31% |
$19.5K - $22.8K
|
3.26K
$347K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.18K+ 175.86% |
$126K - $147K
|
1.85K
$197K
|
|
Feb 14, 2025
Q4 2024
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
2.8KNew |
$298K - $349K
|
2.8K
$298K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
CALL |
-17.9K- 43.13% |
$1.91M - $2.23M
|
23.6K
$2.51M
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-323- 6.25% |
$34.4K - $40.3K
|
4.85K
$516K
|
|
Feb 14, 2025
Q4 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-572- 3.87% |
$60.9K - $71.3K
|
14.2K
$1.51M
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-98.9K- 9.34% |
$10.5M - $12.3M
|
959K
$102M
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-3.75K- 98.69% |
$400K - $468K
|
50
$5.32K
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.72KNew |
$290K - $339K
|
2.72K
$290K
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
35.5KNew |
$3.78M - $4.42M
|
35.5K
$3.77M
|
|
Feb 14, 2025
Q4 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
325+ 9.18% |
$34.6K - $40.5K
|
3.87K
$411K
|
|
Feb 14, 2025
Q4 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.48K- 6.59% |
$158K - $185K
|
21K
$2.24M
|
|
Feb 14, 2025
Q4 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
8.5K+ 82.52% |
$905K - $1.06M
|
18.8K
$2M
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-700- 1.33% |
$74.5K - $87.3K
|
52K
$5.53M
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
30.9KNew |
$3.29M - $3.85M
|
30.9K
$3.29M
|
|
Feb 14, 2025
Q4 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
PUT |
-1.6K- 14.41% |
$170K - $200K
|
9.5K
$1.01M
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
254+ 12.85% |
$27K - $31.7K
|
2.23K
$237K
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
265New |
$28.2K - $33K
|
265
$28.2K
|
|
Feb 14, 2025
Q4 2024
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
25.8KNew |
$2.74M - $3.21M
|
25.8K
$2.74M
|
|
Feb 14, 2025
Q4 2024
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
749New |
$79.8K - $93.4K
|
749
$79.7K
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
3.41KNew |
$363K - $425K
|
3.41K
$363K
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.11KNew |
$224K - $263K
|
2.11K
$224K
|